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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 06/2016 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 06/2016 | 03/2019 |
| Woodbury Financial Services, Inc. | River Edge | NJ | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | River Edge | NJ | 01/2024 | Present |
1) ZACCARO WEALTH MANAGEMENT. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2016 ADDRESS: 745 Kinderkamack Rd, River Edge NJ 07661, United States DESCRIPTION: Insurance sales. 2) ZACCARO WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/09/2016 ADDRESS: 745 Kinderkamack Road, River Edge NJ 07661, United States DESCRIPTION: DBA name for securities business and provide sales and service for fixed and traditional life insurance. 3) ZACCARO TAX PLANNING POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 11/08/2019 ADDRESS: 745 Kinderkamack Road, River Edge NJ 07661, United States DESCRIPTION: Tax Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-08 |
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